Altman Advisors, Inc.

CIK 1731671 · View on SEC EDGAR ↗

Portfolio value QoQ: +15.5% 13F does not disclose cash

Top 10 holdings weight36.23%

Top 25 holdings weight57.43%

Positions above 1%30

Effective number of positions46.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 4.16% Est. buys $24,203,082 · sells $10,806,502

Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 78.2% still held

New positions20

Increased10

Decreased61

Closed4

Portfolio value $278.7M #5,457 of 9,337 by 13F value · top 58.4%

Positions 93

As of June 30, 2026 Data as of Q2 2026

Sector breakdown

Technology 24.6%

Financials 11.7%

Communication Services 9.5%

Industrials 7.8%

Retail 7.0%

Healthcare 5.0%

Energy 3.3%

Consumer Discretionary 2.3%

Utilities 2.3%

Real Estate 2.0%

Materials 1.7%

Consumer products 1.4%

Other/Unmapped 21.5%

Full portfolio 93 positions

					Streak
IEUR iShares Core MSCI Europe ETF	$19,968,099	7.17%	265,639	$1,077,064	Down ×1
NVDA NVIDIA Corporation - Common Stock	$12,483,015	4.48%	62,387	$1,410,010	Down ×4
GOOGL Alphabet Inc. - Class A Common Stock	$11,860,842	4.26%	33,189	$2,147,287	Down ×4
AAPL Apple Inc. - Common Stock	$10,051,311	3.61%	34,736	$1,011,623	Down ×1
XSVM Invesco Exchange-Traded Fund Trust	$9,685,564	3.48%	139,180	$1,249,465	Down ×1
AMZN Amazon.com, Inc. - Common Stock	$9,486,247	3.40%	39,801	$1,103,242	Down ×1
IEI iShares 3-7 Year Treasury Bond ETF	$7,424,249	2.66%	63,212	$-117,051	Down ×1
LRCX Lam Research Corporation - Common Stock	$7,258,390	2.60%	16,750	$3,538,945	Down ×1
MSFT Microsoft Corporation - Common Stock	$6,398,274	2.30%	17,153	$12,993	Down ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd.	$6,348,075	2.28%	13,292	$1,752,479	Down ×1
TWLO Twilio Inc. Class A Common Stock	$5,336,313	1.92%	25,863	$2,046,749	Down ×1
AVGO Broadcom Inc. - Common Stock	$5,191,375	1.86%	13,743	$886,178	Down ×6
AMD Advanced Micro Devices, Inc. - Common Stock	$4,974,913	1.79%	8,564
META Meta Platforms, Inc. - Class A Common Stock	$4,650,543	1.67%	8,256	$516,904	Up ×2
LLY Eli Lilly and Company Common Stock	$3,881,355	1.39%	3,236	$746,779	Down ×1
ANET Arista Networks, Inc. Common Stock	$3,822,640	1.37%	22,502	$967,759	Down ×4
CBOE Cboe Global Markets, Inc. Common Stock	$3,744,641	1.34%	15,431	$-592,550
IAU iShares Gold Trust Shares	$3,674,303	1.32%	54,545	$-623,218	Down ×3
MFG Mizuho Financial Group, Inc. Sponosred ADR (Japan)	$3,608,144	1.29%	376,633	$595,724	Down ×4
MUFG Mitsubishi UFJ Financial Group, Inc. Common Stock	$3,504,033	1.26%	176,171	$496,956	Down ×2
C Citigroup, Inc. Common Stock	$3,425,192	1.23%	24,473	$616,421	Down ×4
DY Dycom Industries, Inc. Common Stock	$3,392,509	1.22%	6,710	$1,100,053	Down ×1
FNOV First Trust Exchange-Traded Fund VIII	$3,359,783	1.21%	88,314	$-175,498	Down ×2
GNRC Generac Holdlings Inc. Common Stock	$3,271,859	1.17%	11,174	$1,073,029	Down ×1
EXPE Expedia Group, Inc. - Common Stock	$3,226,943	1.16%	12,611	$286,528	Down ×1
GEV GE Vernova Inc. Common Stock	$3,160,373	1.13%	2,690	$800,924	Down ×1
UBS UBS Group AG Registered Ordinary Shares	$3,101,732	1.11%	62,585	$632,727	Down ×4
GS Goldman Sachs Group, Inc. (The) Common Stock	$3,075,162	1.10%	3,041	$486,793	Down ×1
MU Micron Technology, Inc. - Common Stock	$3,043,863	1.09%	2,637		Up ×1
WMT Walmart Inc. - Common Stock	$3,034,821	1.09%	26,795	$-1,224,011	Down ×4
GILD Gilead Sciences, Inc. - Common Stock	$2,770,803	0.99%	21,931	$-294,254	Down ×2
ETN Eaton Corporation, PLC Ordinary Shares	$2,641,709	0.95%	6,199	$406,469	Down ×4
MS Morgan Stanley Common Stock	$2,634,322	0.95%	12,602	$487,023	Down ×4
IBM International Business Machines Corporation Common Stock	$2,575,125	0.92%	9,157	$336,351	Down ×3
CEG Constellation Energy Corporation - Common Stock When-Issued	$2,522,816	0.91%	10,157	$-337,953	Down ×1
TIMB TIM S.A. American Depositary Shares (Each representing 5 Common Shares)	$2,513,466	0.90%	117,342	$-682,182	Down ×2
SCCO Southern Copper Corporation Common Stock	$2,511,784	0.90%	14,414	$39,626	Up ×2
V Visa Inc.	$2,492,079	0.89%	7,264	$282,116	Down ×2
ABBV AbbVie Inc. Common Stock	$2,449,160	0.88%	9,733	$315,863	Down ×3
JNJ Johnson & Johnson Common Stock	$2,446,630	0.88%	9,634	$72,266	Down ×3
BAC Bank of America Corporation Common Stock	$2,425,052	0.87%	42,560	$339,649	Down ×3
JPM JP Morgan Chase & Co. Common Stock	$2,386,093	0.86%	7,290	$217,096	Down ×4
DE Deere & Company Common Stock	$2,350,303	0.84%	3,705	$207,980	Down ×2
NVS Novartis AG Common Stock	$2,334,501	0.84%	14,896	$47,681	Down ×3
MMM 3M Company Common Stock	$2,305,436	0.83%	14,239	$232,568	Down ×4
BRK-B (filed as BRKB) Berkshire Hathaway Inc. Class B	$2,281,278	0.82%	4,559	$74,562	Down ×2
FLJP Franklin Templeton ETF Trust	$2,269,884	0.81%	57,104	$175,171	Down ×2
NFLX Netflix, Inc. - Common Stock	$2,258,239	0.81%	31,628	$-790,101	Down ×1
PHM PulteGroup, Inc. Common Stock	$2,191,106	0.79%	15,969	$304,877	Down ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock	$2,169,607	0.78%	2,843
XOM Exxon Mobil Corporation Common Stock	$2,128,457	0.76%	15,568	$-552,171	Down ×3
MA Mastercard Incorporated Common Stock	$2,107,364	0.76%	4,103	$33,716	Down ×1
AMCR Amcor plc Ordinary Shares	$2,097,446	0.75%	48,384	$165,755	Down ×1
GD General Dynamics Corporation Common Stock	$2,086,667	0.75%	5,891	$54,971	Down ×3
COST Costco Wholesale Corporation - Common Stock	$2,077,193	0.75%	2,220	$-144,325	Down ×1
UBER Uber Technologies, Inc. Common Stock	$2,068,178	0.74%	28,661	$7,599	Up ×5
EQIX Equinix, Inc. - Common Stock	$2,066,238	0.74%	1,982	$73,213	Down ×1
SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares)	$1,971,226	0.71%	25,422	$-437,453	Down ×2
LNG Cheniere Energy, Inc. Common Stock	$1,958,606	0.70%	8,195	$-414,094	Down ×3
O Realty Income Corporation Common Stock	$1,932,234	0.69%	31,185	$2,138	Down ×2
PLTR Palantir Technologies Inc. - Class A Common Stock	$1,886,437	0.68%	16,169		Up ×1
FE FirstEnergy Corp. Common Stock	$1,846,066	0.66%	38,832	$-147,479	Down ×3
SPYV State Street SPDR Portfolio S&P 500 Value ETF	$1,836,283	0.66%	158,875	$177,174	Up ×6
D Dominion Energy, Inc. Common Stock	$1,776,814	0.64%	26,019	$147,338	Down ×3
HD Home Depot, Inc. (The) Common Stock	$1,761,837	0.63%	4,996
UL Unilever PLC American Depositary Shares (each representing One Ordinary Share)	$1,707,468	0.61%	28,401	$49,926	Down ×2
YUMC Yum China Holdings, Inc. Common Stock	$1,677,346	0.60%	41,041	$-323,122	Up ×6
CPNG Coupang, Inc. Class A Common Stock	$1,677,282	0.60%	96,562	$-168,937	Down ×1
ICE Intercontinental Exchange Inc. Common Stock	$1,648,543	0.59%	13,391	$-462,841	Down ×1
PBR Petroleo Brasileiro S.A. Petrobras ADS	$1,587,426	0.57%	98,232	$-508,756	Down ×3
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share	$1,585,206	0.57%	16,516	$-21,811	Up ×5
EOG EOG Resources, Inc. Common Stock	$1,514,506	0.54%	11,674	$-221,519	Down ×3
TSLA Tesla, Inc. - Common Stock	$1,507,010	0.54%	3,583
DOC Healthpeak Properties, Inc. Common Stock	$1,488,220	0.53%	69,543		Up ×1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF	$1,298,546	0.47%	100,703	$236,614	Up ×1
T AT&T Inc.	$1,227,200	0.44%	59,285	$-501,184	Down ×3
JQUA JPMorgan U.S. Quality Factor ETF	$856,735	0.31%	11,853	$129,909
ACWI iShares MSCI ACWI ETF	$793,640	0.28%	5,056
VOO Vanguard S&P 500 ETF	$778,843	0.28%	1,134
DGCB Dimensional Global Credit ETF	$689,261	0.25%	12,608		Up ×1
EFA iShares Trust	$686,100	0.25%	6,605
ACN Accenture plc Class A Ordinary Shares (Ireland)	$614,111	0.22%	4,935		Up ×1
BYLD iShares Trust	$585,117	0.21%	304,382	$30,519	Up ×2
EFR Eaton Vance Senior Floating-Rate Fund Common Shares of Beneficial Interest	$442,252	0.16%	52,675	$2,597	Up ×1
Unknown issuer (CUSIP: 87975E776)	$434,995	0.16%	14,318		Up ×1
SMMD iShares Trust	$380,318	0.14%	27,986	$65,487	Up ×1
RKLB Rocket Lab Corporation - Common Stock	$343,374	0.12%	3,378
SSO ProShares Ultra S&P500	$312,643	0.11%	4,640
EEM iShares, Inc.	$303,064	0.11%	4,430
DUHP Dimensional ETF Trust	$276,586	0.10%	6,628
SPY SPY	$242,700	0.09%	325
KLAC KLA Corporation - Common Stock	$211,197	0.08%	700		Up ×1
SO Southern Company (The) Common Stock	$210,562	0.08%	2,200
No matches

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security	Value	% of portfolio	Streak
UBER	$2,068,178	0.74%	up ×5
SPYV	$1,836,283	0.66%	up ×6
YUMC	$1,677,346	0.60%	up ×6
BABA	$1,585,206	0.57%	up ×5

Biggest new bets

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
AMD	$4,974,913	8,564	1.79%
MU	$3,043,863	2,637	1.09%
CRWD	$2,169,607	2,843	0.78%
PLTR	$1,886,437	16,169	0.68%
HD	$1,761,837	4,996	0.63%
TSLA	$1,507,010	3,583	0.54%
DOC	$1,488,220	69,543	0.53%
ACWI	$793,640	5,056	0.28%
VOO	$778,843	1,134	0.28%
DGCB	$689,261	12,608	0.25%
EFA	$686,100	6,605	0.25%
ACN	$614,111	4,935	0.22%
Unknown issuer (CUSIP: 87975E776)	$434,995	14,318	0.16%
RKLB	$343,374	3,378	0.12%
SSO	$312,643	4,640	0.11%

Top movers (QoQ)

Security	Action	Shares Δ	Value Δ
LRCX	Trimmed	-658	+$3.5M
GOOGL	Trimmed	-590	+$2.1M
TWLO	Trimmed	-282	+$2.0M
TSM	Trimmed	-306	+$1.8M
NVDA	Trimmed	-1K	+$1.4M
XSVM	Trimmed	-815	+$1.2M
WMT	Trimmed	-7K	-$1.2M
AMZN	Trimmed	-450	+$1.1M
DY	Trimmed	-56	+$1.1M
IEUR	Trimmed	-3K	+$1.1M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

Security	Quarter	Shares before	Value before	Price since exit
IEF	March 31, 2026	74,566	$7,170,267
ACWI	March 31, 2026	24,653	$3,488,153
CRWD	March 31, 2026	6,477	$3,036,159	-30.2%
FLIN	Dec. 31, 2025	72,790	$2,714,339
NVO	Sept. 30, 2025	36,420	$2,542,844	-32.3%
MCD	March 31, 2026	7,915	$2,419,061	-25.0%
CTSH	June 30, 2026	36,225	$2,222,404	51.5%
PNC	Dec. 31, 2025	11,007	$2,211,699	5.5%
CB	Sept. 30, 2025	7,548	$2,185,911	17.1%
ISRG	March 31, 2026	3,772	$2,136,310	-11.8%
AMD	March 31, 2026	9,771	$2,092,557	210.5%
WCN	March 31, 2026	11,372	$1,994,262	-5.0%
SHW	Sept. 30, 2025	5,284	$1,877,405	-8.0%
UL (filed as ULXXXX)	Dec. 31, 2025	31,413	$1,862,136	-8.3%
ORCL	June 30, 2026	11,979	$1,762,211	-2.8%
NEE	Sept. 30, 2025	23,448	$1,713,081	1.0%
HD	March 31, 2026	4,877	$1,678,342	-14.5%
DAL	June 30, 2025	39,231	$1,633,173	68.9%
TSLA	March 31, 2026	3,583	$1,611,347	1.9%
HUBS	March 31, 2026	3,962	$1,589,951	-9.6%
AMT	June 30, 2026	7,817	$1,349,113	-0.8%
UNH	June 30, 2025	3,232	$1,329,896	21.4%
TMO	June 30, 2025	3,002	$1,287,875	66.9%
ZTS	March 31, 2026	10,206	$1,284,116	-39.6%
BDX	June 30, 2025	6,191	$1,282,140	33.4%
TGT	June 30, 2025	12,318	$1,191,139	55.1%
PYPL	March 31, 2026	18,300	$1,068,354	20.3%
DUHP	March 31, 2026	21,289	$809,621
VOO	March 31, 2026	1,134	$711,165	19.2%
EFA	March 31, 2026	7,258	$696,996
IBIT	June 30, 2026	14,029	$538,994
EMXC	March 31, 2026	4,467	$324,662
SSO	March 31, 2026	4,863	$281,665	37.9%
EEM	March 31, 2026	5,075	$277,653
BKNG	Sept. 30, 2025	45	$257,883	-97.1%
SPY	March 31, 2026	365	$248,890	No longer tracked
RKLB	March 31, 2026	3,378	$235,649	13.7%
CMCSA	March 31, 2026	7,872	$235,294	-24.9%
BKNG	March 31, 2026	41	$219,569	-6.0%
SO	Sept. 30, 2025	2,200	$203,060	-11.6%